ROLLUP: ETH's Big Pivot | Tariff Recession? | Bitcoin's Political Win | Worldcoin US Launch!
Bankless2 Touko 2025

ROLLUP: ETH's Big Pivot | Tariff Recession? | Bitcoin's Political Win | Worldcoin US Launch!

This week, Ryan and David dive into crypto’s dramatic new re-prioritization (pivot?) as Ethereum is shifting rapidly, prioritizing Layer 1 scaling in a move that has sparked intense community debate. Meanwhile, macro turmoil hits crypto with a looming tariff-driven recession and signs of American capital flight shaking global markets. Bitcoin tightens its grip on Washington, cementing itself as digital gold in the eyes of the Trump administration, and Worldcoin launches a U.S. rollout amid rising fears of an AI-driven dystopia. Plus, Sui surges on wild Pokémon rumors, Ripple’s bold move to buy Circle gets rejected, and Monero rockets after a massive Bitcoin hack. Is crypto entering a new golden age, or are these the early tremors of deeper uncertainty? Find out on this week's must-watch Weekly Rollup. ------ 📣BUILDBEAR | EASY EVM SANDBOX https://bankless.cc/buildbear ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🟠HEMI | BTC & ETH, ONE NETWORK https://bankless.cc/hemi ------ TIMESTAMPS & RESOURCES 0:00 Intro 1:58 Markets 3:06 Movers of the Week https://www.bankless.com/read/whats-next-for-sui-in-2025 https://x.com/davewardonline/status/1877073873499197832? https://x.com/SuiNetwork/status/1914689214803009837 https://blog.sui.io/canary-capital-sui-etf/ 5:11 Macro https://x.com/RyanSAdams/status/1917575854961439151 https://www.apolloacademy.com/wp-content/uploads/2025/04/042625-ConsumerandFirms_v2.pdf https://x.com/watcherguru/status/1917601209906520370 Meme: https://x.com/alifarhat79/status/1917585508818980906 https://x.com/RaoulGMI/status/1912554771644325905/photo/1 19:18 Ethereum Pivot? Or Reprioritization? https://x.com/ethereumfndn/status/1916883771280040264 https://x.com/VitalikButerin/status/1917541325072916590 https://x.com/ethereumfndn/status/1916883782025482729 https://x.com/dankrad/status/1917678690852311333 https://x.com/RyanSAdams/status/1917689036744835390 https://x.com/TrustlessState/status/1917564803909918856 https://x.com/hasufl/status/1917880676000411796 https://x.com/0xoxus/status/1917824751151600084 28:05 Base and Scroll Reach Stage 1 Decentralization Milestone https://l2beat.com/scaling/summary https://x.com/jessepollak/status/1917253415966798164 29:33 Worldcoins “At Last” Event in San Francisco https://www.ft.com/content/0c5c2b8d-b185-40b6-9221-b80ee130b92e?utm_source=chatgpt.com https://x.com/TheStalwart/status/1916277891299475462 38:45 Bitcoin Space Race https://x.com/BitcoinMagazine/status/1917271814356754459 https://bitcoinmagazine.com/politics/u-s-secretary-of-commerce-howard-lutnick-has-a-bitcoin-vision-for-america 42:20 What’s going on in Movement labs?! https://www.coindesk.com/tech/2025/04/30/inside-movement-s-token-dump-scandal-secret-contracts-shadow-advisors-and-hidden-middlemen https://x.com/hasufl/status/1917572935339888776 44:02 Monero likely pumped 50% due to suspected $330M Bitcoin theft https://x.com/zachxbt/status/1916756932763046273 45:51 Tether Now Holds 7.7 Tons of Gold to Back XAUT https://thedefiant.io/news/markets/tether-now-owns-7-7-tons-of-gold-to-back-its-xaut-token 47:09 US bank regulators pull back guardrails on bank crypto activities https://x.com/federalreserve/status/1915519104435224895 https://x.com/asvanevik/status/1915581219133415597 48:15 Senate Moves to Ban Congressional Stock Trading—Again https://x.com/HarrisonKrank/status/1916921283658252621 51:18 US DOJ seeks 20-year prison sentence for Alex Mashinsky https://x.com/cointelegraph/status/1917166974091534743 53:13 Circle rejected ripple takeover bid of $4-5B https://x.com/matthew_sigel/status/1917647009994993944 56:29 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

Jaksot(1265)

“Finding Satoshi”—How a Private Investigator Solved the Mystery of Bitcoin’s Creator | Bill Cohan & Tyler Maroney

“Finding Satoshi”—How a Private Investigator Solved the Mystery of Bitcoin’s Creator | Bill Cohan & Tyler Maroney

Spoiler alert: This episode contains spoilers for the documentary Finding Satoshi. Bill Cohan and Tyler Maroney unpack their new documentary Finding Satoshi, a four-year investigation into the ide...

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ROLLUP: $120 Oil vs New Highs | AI Boom Masks War | IPO Top Signal | DeFi Bailout

ROLLUP: $120 Oil vs New Highs | AI Boom Masks War | IPO Top Signal | DeFi Bailout

Markets are ripping despite $120 oil and an escalating war. Ryan and David break down why the AI boom is drowning out macro risks, whether a wave of trillion-dollar IPOs could mark the top, and how De...

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MegaETH Token Launch with Co-Founders Shuyao and Lei

MegaETH Token Launch with Co-Founders Shuyao and Lei

$MEGA token is live, but the bigger story is what the launch says about the future of L2s. Co-Founders Shuyao and Lei join Bankless to unpack why MegaETH tied its TGE to app milestones, why USDM and p...

30 Huhti 1h 14min

$200 Oil by June?—The Biggest Oil Shock in History | Rory Johnston on The Hormuz Crisis

$200 Oil by June?—The Biggest Oil Shock in History | Rory Johnston on The Hormuz Crisis

Rory Johnston, the “oil quant,” joins us to explain why the Hormuz crisis could become the biggest oil shock in history. Oil markets are already screaming. Supply is trapped, inventories are being dr...

29 Huhti 2h 9min

Has Bitcoin Bottomed? Jordi Visser on AI, Inflation, and Moats

Has Bitcoin Bottomed? Jordi Visser on AI, Inflation, and Moats

Has Bitcoin already bottomed, or are investors still looking at the wrong signals? Jordi Visser joins Bankless to argue that AI is destroying software moats, reshaping inflation, and pushing capital t...

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ROLLUP: $300M DeFi Hack Fallout | Arbitrum Freezes Funds | AI Deflation Debate | Productive ETH

ROLLUP: $300M DeFi Hack Fallout | Arbitrum Freezes Funds | AI Deflation Debate | Productive ETH

Markets are hitting new highs, but crypto just took a major hit. Ryan and David break down the $300M KelpDAO exploit and why it exposed deeper flaws across DeFi and Layer 2s, including Arbitrum’s cont...

24 Huhti 1h 30min

The $280M DeFi Exploit That Changes Crypto Forever | Dan Elitzer & Odysseus

The $280M DeFi Exploit That Changes Crypto Forever | Dan Elitzer & Odysseus

A $280M DeFi exploit exposed the hidden fragility of crypto’s most trusted systems. Dan Elitzer and Odysseus break down how the attack happened, why bridge risk and protocol composability made the d...

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Productive Money: The Most Bullish Case for Ethereum ($250K) | Michael McGuiness & Vivek Raman

Productive Money: The Most Bullish Case for Ethereum ($250K) | Michael McGuiness & Vivek Raman

Ethereum may be one of the most underappreciated assets. In this conversation, Michael McGuiness and Vivek Raman lay out the case for ETH as “productive money”, a monetary asset with the store-of-val...

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